See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $471,219 | $114,381+312.0% | $107,525+338.2% | $142,382+231.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.57% | 242.71%-229.1pp | 181.32%-167.7pp | 217.08%-203.5pp |
| Employer contribution / active EE | $11,913 | $4,015+196.7% | $3,754+217.4% | $4,299+177.1% |
| Participant deferral / active EE | $8,713 | $5,564+56.6% | $5,116+70.3% | $6,507+33.9% |
| Admin fee / account holder | $2,243 | $9,860-77.3% | $8,919-74.9% | $12,624-82.2% |